OVERVIEW

In wealth management, a properly executed client management strategy is critical to the growth and development of your firm. In today’s business environment, client relationship management (CRM) is more necessary than ever. Salentica was founded on this premise. Leveraging over 20 years of wealth management domain knowledge, our solutions fit an extensive range of financial services segments and continue to evolve to reflect the changing needs of wealth advisors and their clients.

Solutions

Today our solutions fit an extensive range of financial industry leaders. Salentica has a solution to fit your needs; with Salentica CRM, based on the Microsoft Dynamics 365 platform, we have a fully configurable Enterprise Deployment for firms larger than 10 users. For firms who have a minimum of 5 users and are looking for a turnkey solution with rapid implementation, we have an Express Deployment.

We know you like options which is why Salentica also has a solution that is built on the Lightning Platform by Salesforce. Salentica Elements which is a turnkey, yet configurable solution provides a pre-built configuration that is tailored specifically for wealth management firms with a minimum of 5 users.

Advisors who are using a Microsoft Dynamics CRM/365 or Salesforce solution can quickly deploy our Cloud-based Salentica Data Broker to facilitate rapid deployment of integrations, enabling advisors to manage their business efficiently on their current CRM platform and gain a 360° view of their client.

Services

The choice of a Client Relationship Management (CRM) solution is about more than just the software decision; it is also about business processes, relationships and system integration. Domain expertise is critical to a successful CRM project outcome, especially for wealth management firms due to the nature and complexity of this business.

Salentica has been a game changer for my workflow as PM and CEO. Our time savings allow us to monitor communications better and will increase our opportunities to grow relationships and business with our clients.

Salentica provided exceptional customer service at each stage of the project. Training was 'let us teach you how to fish' so we could be self-sufficient as quickly as possible.

We simply wouldn’t be able to manage our growth effectively without the use of Salentica’s solution, this system is helping us capitalize on business opportunities.

Salentica is a leading provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. Salentica is built on the Salesforce and Microsoft Dynamics platforms and is designed for the unique needs of Wealth Managers, RIAs and Family Offices. In 2016, Salentica joined SS&C Technologies, a leading service and software provider for the global financial services industry.